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Analyst
Paul Diamond
Period: Reporting periods mapped to calendar 2024 Q4 – 2025 Q2 (3 quarters).
- Questions
- 5on tracked calls
- Challenge rate
- 0%none of 5 questionsLimited sample
- Companies
- 1questioned at least once
- Reporting periods
- 3with questions
These figures cover the whole profile: every tracked question, all reporting periods.
How to read these numbers
Challenge rate is the share of questions that pushed back, pressed for specifics or questioned management’s assumptions. It describes how questions were asked on the calls tracked here; it does not measure whether any view turned out to be right.
Rounding. Rates are rounded to whole percentages, so a small share can show as 0% even when some questions were challenging. The count beside each rate is exact; “none of N questions” means no question was challenging.
No questions recorded. “—” means there is nothing to calculate: no questions were recorded for that period on the calls tracked here. It does not mean there was no activity.
Fewer than 3 questions. A company-level rate is withheld when fewer than 3 questions were recorded for that company; the questions are still counted everywhere else.
Small samples. Profiles with fewer than 10 questions are marked Limited sample.
Reporting periods. Questions are grouped by the calendar quarter each company’s fiscal reporting period maps to, not by the date of the call. Periods without a calendar mapping are listed separately under their fiscal label.
Questions asked
Grouped by company, most questions first. Open a company to read its questions, newest reporting period first.
Showing 5 of 5 questions from 1 company
EXEExpand Energy5 questions · 3 reporting periods · 0 of 5 challenging
Calendar 2025 Q2
how do you think about the right balance between LNG contracts, data center contracts and then just general delivery otherwise?
Show response
Nick positioned Expand as uniquely able to serve LNG, power, and general demand simultaneously. Portfolio depth and quality across geographically diverse basins allows response to constrained markets. Not an either/or but all-of-the-above strategy.
do you guys have any line of sight on the timing of when that data should be captured accurately? And is it a permanent fix or could this happen again?
Show response
Josh hopes for resolution over the next several months. Works closely with Louisiana state agencies but acknowledged resource constraints on their end. Views them as a critical partner.
Calendar 2025 Q1
Seems to be a bit more chunky. I just wanted to get an idea if we should think about that more kind of like step changes along the way or should it be more thought of as linear
Show response
Nick clarified individual well-level synergies are fully achieved today. Aggregate dollar realization depends on executing the full annual drilling program.
Calendar 2024 Q4
I just wonder if require -- if there was there any opportunity there or the timing of such? Like I guess, how much meat is left on the bone there
Show response
Josh confirmed additional improvement opportunities remain and highlighted a record 5.5-mile WV lateral drilled in 5 days, demonstrating continued efficiency gains.
How should we think about the timing and cadence? Or is that purely reactive? Or is there a plan for July 1 and then October 1
Show response
Josh laid out specific cadence: two rigs added in Q3 (Haynesville and NE App), one rig in Q4 (SW App), and a ninth rig in Haynesville in Q4.
Challenge rate by company
Every company this analyst questioned, most questions first. A company-level rate is shown from 3 questions; below that it is withheld.
| Company | Questions | Challenge rate |
|---|---|---|
| EXE Expand Energy | 5 | 0%none of 5 questions |
- EXEExpand Energy · 5 questions0%none of 5 questions
Activity by reporting period
Questions recorded for each calendar quarter that companies’ reporting periods map to (not the call date), with the challenge rate for that period. Periods inside the range with no questions are shown as “No questions recorded”.
| Calendar period | Questions | Challenge rate | Companies |
|---|---|---|---|
| 2024 Q4 | 2 | 0%none of 2 questions | 1 |
| 2025 Q1 | 1 | 0%none of 1 question | 1 |
| 2025 Q2 | 2 | 0%none of 2 questions | 1 |
- 2024 Q42 questions · challenge rate 0% (none of 2 questions) · 1 company
- 2025 Q11 question · challenge rate 0% (none of 1 question) · 1 company
- 2025 Q22 questions · challenge rate 0% (none of 2 questions) · 1 company
Topics
Topics tagged on this analyst’s questions.
- Cost Pressure2
- Demand1
- Cloud & AI1
- Competitive Dynamics1
- M&A1
- Innovation & R&D1
- Capex Investment1